Workflow Contact Attribution Variables

f you are using dynamic number swapping or call tracking (using a number pool), you may want to be able to determine if a lead found its way to you via an organic social media search, a paid Google ad, or other sources. Within a Workflow, you can use several contact attribution variables for first and last attribution to customize your Workflow actions.

 

There are many ways you can take advantage of this feature. In this example, we’ll show you how to use an incoming call with contact attribution to determine how the call came into NicheFit and what you want to do with that information. 

Step 1: Create The Workflow Trigger

• Set up a Workflow Trigger as an “Incoming Call”
• Choose Call Status and Filter Call Direction as “Incoming”
• Save the Trigger.

 

Step 2: Add a Workflow Action for the If/Else Condition

• Choose the Contact’s first or last attribution (how they originally or most recently engaged with NicheFit). Add “Is > Paid Search.”
  • NOTE: There are several options for “Contact First Attribution” and “Contact Last Attribution”. Be sure to scroll through them all to find the best option for your situation.

• Save the condition.

 

Step 3: Add a Google Adwords Action

• Under the “Yes” path (meaning it IS from a Google ad), you can add it to Google Adwords for reporting purposes.
• Add any additional actions for both paths and save your Workflow.
• Toggle it from Draft to Published mode for it to function.